As a seasoned freelance reporter, I understand the challenges of managing projects. Crm Streak Youtube …tracking leads, and supporting client relationships. For many years, I’ve experimented with various tools to simplify my workflow and improve effectiveness. One tool that has really transformed my hiring procedure. In this article, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to utilize Crm Streak Youtube for your customer relations collaboration interaction and far more so let’s enter it firstly you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total beginner it will assist you personalize a perfect process for your team and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s entirely totally free so once you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be added all right it’s done and now it is adding to Gmail and it will take me straight to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll just sign in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick different colors for each of the stages however I think all of these are in fact already produced so this is actually quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and then we have working out with negotiating I can go with like in progress or something and now you can see these are my stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have complimentary kind a date check box drop down General email email tracking task calls and meetings so I do not see anything for the course and conferences here so I’m gon na go here and we have call log account last call log and more so I’m gon na opt for this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date okay company’s size deal size and Business size fine let’s get rid of the company size and I’m gon na actually find something else within the general where we have actually produced by date produced fans and more so I actually want to choose the produced.
by or possibly the followers because I want to keep an eye on my employee that are actually following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my job once again if I didn’t wish to opt for these sales if I did with projects then I can go with the project stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also give it different various colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others property support and custom So within our assistance you can see we have incoming designated dealing with resolved and noise this is actually respectable and we also have custom-made where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on go into so now you can see we have one lead developed let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now when you develop a lead we can actually click here and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can really click on enter and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so utilizing is really easy you can get going free of charge by just including the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance journalist, I have actually dealt with numerous customers, managed several jobs simultaneously, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a service, I checked out various platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed journalists who greatly count on email interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, providing you a clear overview of your interactions with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to keep track of the development and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to job completion.
You can categorize contacts, develop custom-made stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, enhancing efficiency and guaranteeing everyone stays on the exact same page.
Customizable Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce design templates for common email reactions, schedule follow-ups, and established pointers, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and substantial developer documentation, making it easy to integrate with other tools and construct custom-made services.
This versatility allows self-employed journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to implementation.
You can create customized stages for different development stages, assign jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
provides a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail interaction.
Conclusion:.
As a self-employed journalist, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and inexpensive service that perfectly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.